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| Happy Holidays!! thanks for using AUM13F!! |
| Manners Paul & Associates Inc
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| CRD # | 110996 |
| SEC # | 801-14470 |
| CIK # | 0032639599 |
| AUM | $337.2 M (2024-12-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-231-8611 |
| Address | 2300 Windy Ridge Parkway, SE Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 28.9 |
| (b) Individuals (high net worth individuals) | 108 | 276.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 24.8 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 337.2 |
| By Discretionary | ||
| Discretionary | 222 | 277.4 |
| Non-Discretionary | 183 | 59.7 |
| Total | 405 | 337.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.2 | |
| Total | 405 | 337.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Interactive Financial Advisors Inc
✚
|
IL | 0.3 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.3 |
|
Garrison Point Capital LLC
✚
|
CA | 0.3 |
|
Paragon Financial Services
✚
|
VA | 0.3 |
|
Waterford Advisors LLC
✚
|
NY | 0.3 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |
|
Banorte Asset Management Inc
✚
|
TX | 0.3 |
|
Sutton Place Investors LLC
✚
|
NY | 0.3 |
|
Paragon Financial Partners Inc
✚
|
CA | 0.3 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.3 |